When set up correctly, Animana automatically adds a product reminder to the patient file when you sell a product. For example, selling an annual vaccination product can automatically create a product reminder with a due date one year later.

In some situations, you may need to add a product reminder without selling a product. For example, when registering a new patient and scheduling their next vaccination. To ensure the reminder is processed together with your automated product reminders, you can use a combi product. Using a combi product reduces the risk of missing required product reminder settings and makes it easier for users to add product reminders consistently. This article explains how to use a combi product to add a product reminder to the patient file.

Before you start

Step-by-step instructions

Steps 1 and 2 only need to be completed once during setup.
Step 3 explains how to use the combi product for a patient.

Step 1: Create products with reminders

Create individual products for each reminder period, for example 30, 90, or 180 days.

1. Go to Extra > Products > Products.
2. Click Add Product.
3. Select a product group.
4. Enter a product name that reflects the reminder, for example “Manual vaccination reminder 30 days”.
5. Click Save.
6. Open the Reminder tab.
7. Click New.
8. Enter the number of days in the “remind period (days)” field.
9. Select a value in the “reminder type” field.
10. Optional: Enter text in the “reminder text” field. Use this if the field is referenced in reminder templates.
11. Select a “product reminder group”. This is mandatory for including this reminder in the automated product reminders.
12. Select a “notification”. This is mandatory for including this reminder in the automated product reminders.
13. Click Save.
14. Open the Product Info tab.
15. Set “hide in patient file” to Yes. This will ensure that this product will not be displayed in the patient file or on an invoice.
16. Click Save.

Repeat these steps for each reminder period you need.

Step 2: Create a combi product for adding product reminders

1. Click Refresh or F5 to refresh the product database.
2. Go to Extra > Products > Combi Products.
3. Click Add Combi Product.
4. Enter a name, for example “Manual vaccination reminder”.
5. Set “hide zero amounts” to Yes.
6. Set “items default checked” to No.
7. Set “show name on invoice” to No.
8. Click Save.
9. Add all the reminder products created in Step 1 and set “non chargeable product” to Yes. It should look something like this:
10. Click Save (at the top).

Step 3: Use the combi product to add a product reminder

1. Click Refresh or F5 to refresh the product database.
2. Open the patient file.
3. Click Product. Depending on your settings, you will find this option either in the row of blue action buttons or in the “More actions” drop-down menu at the top left of the file.
4. Select Combi products from the product group list.
5. Select your combi product. Combi products are prefixed with c:.
6. Select the product reminder period you want to add.
   
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   As an example, if you are registering a new client and their animal’s annual vaccination is due in 6 months time, then you would book the “Manual vaccination reminder 180 days (6 months)”. This will add a vaccination reminder to the patient file that is due in 180 days. As this has been set up correctly, this product reminder will be included in your annual vaccination automated reminder process and the client will be reminded automatically at the correct time leading up to the annual vaccination due date.
7. Click Add (bottom left).
8. Open the Patient File tab to confirm the reminder is visible.

After creating an invoice, the product is no longer visible in the patient file and is not printed on the invoice. The product reminder will be visible.

Related articles

• Learning Path: Automated Reminders
• How do I manually add a reminder if I’m using automated reminders?
• How to send your reminders manually
• How do I manage letter, email and text message templates?
• Manage content: new automatic fields (merge codes)
• How do I set up combi products?